Intel (INTC) Q4 Earnings Beat Estimates, Soft Q1 2026 Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy INTC?
Source: stocktwits
- Earnings Beat: Intel reported Q4 revenue of $13.7 billion, down 4% year-on-year but exceeding analyst expectations of $13.3 billion, demonstrating resilience in a challenging market.
- EPS Performance: The company achieved earnings per share of $0.15, surpassing the street estimate of $0.08, indicating improvements in profitability despite overall revenue decline.
- Cautious Outlook: Intel projected Q1 2026 revenue between $11.7 billion and $12.7 billion, falling short of the $12.5 billion consensus, reflecting ongoing impacts from chip supply constraints.
- Supply Chain Challenges: The CFO highlighted that supply constraints are most acute in Q1, with expectations for gradual improvement starting in Q2 2026, showcasing the company's strategic adjustments to meet changing market demands.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 46.180
Low
20.00
Averages
39.30
High
52.00
Current: 46.180
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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